Mre Management, LLC
● SEC registered since 2025CRD 338513SEC# 801-134869Annapolis, MD
Reg. AUM
$458M
Employees
7
Accounts
7
Location
Annapolis, MD
Mre Management, LLC assets under management
Mre Management, LLC is an investment advisory firm registered with the SEC based in Annapolis, MD. The firm has been registered since 2025. It reports $458 million in regulatory assets under management and employs 7 people.
Mre Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bartram A. Shaeffer Control | Chief Financial Officer & Chief Compliance Officer | Under 5% | 2022 |
| David S. Williams Revocable Trust Uad 8/23/1995 Control | Owner | Over 75% | 2022 |
| David Scott Williams Control | Chief Executive Officer & Founder | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Mre Management, LLC manage?
Mre Management, LLC reports $458 million in regulatory assets under management on its Form ADV.
How many employees does Mre Management, LLC have?
Mre Management, LLC reports 7 employees.
Where is Mre Management, LLC located?
Mre Management, LLC is based in Annapolis, MD and has been SEC-registered since 2025.
Does Mre Management, LLC disclose fund performance?
Mre Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 706 Giddings Avenue, Suite 400, Annapolis, MD 21401 |
| Phone | 301-708-9294 |
| Office hours | 8Amest - 5Pmest |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$458MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$458Mregulatory AUM
Discretionary $458M